FAQs in this section
What is the Vtiger Outlook plugin?
What are the benefits of the Vtiger Outlook plugin?
Is the Vtiger Outlook plugin available in the Sales Starter edition?
What are the prerequisites that must be satisfied before installing Vtiger CRM Plugin for Outlook?
What will happen if I uninstall, reinstall the Vtiger Outlook plugin, and sync the records?
How can I install the Vtiger Outlook plugin?
How can I activate the Vtiger Outlook plugin from add-ins?
How can I update the Vtiger Outlook plugin?
How can I log in to the Vtiger Outlook plugin?
How can I attach an email to a record from the outlook plugin?
How can I sync contacts in the Vtiger Outlook plugin?
How can I sync tasks in the Vtiger Outlook plugin?
How can I set up my preferences in the Vtiger Outlook plugin?
I am not able to locate the Vtiger CRM menu after installation in the Outlook plugin. What do I do?
Microsoft Outlook Plugin Updates - Dec 2021
How can I sync calendars in the Vtiger Outlook plugin?
Table of Contents
Follow these simple steps to synchronize events from Outlook to Vtiger CRM and vice versa:
To know more about the Microsoft Outlook plugin, click here.
- Click Synchronize Calendar to sync events.
- After fetching Vtiger CRM data, a pop-up will display the updates done on both ends (Vtiger CRM and Outlook).
- Click Show Details to see the information of records to be updated.
- Click Accept Changes to update changes on both ends.
| Note: If you invite any Outlook attendees, an Event is created in Vtiger after Calendar sync. If the invitee’s email id exists as a Contact in your Vtiger CRM, then that Contact is mapped to that Event in the Event detail view. Similar behavior happens when you create an Event in Vtiger and then sync with Outlook. |
To know more about the Microsoft Outlook plugin, click here.
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